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CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
+10.59%
1 Year Est. Return
+20.62%
3 Year Est. Return
+88.19%
5 Year Est. Return
+111.32%
10 Year Est. Return
+389.71%
AUM
$51.1B
AUM Growth
+$3.84B
Cap. Flow
-$236M
Cap. Flow %
-0.46%
Top 10 Hldgs %
26.91%
Holding
3,084
New
1,931
Increased
451
Reduced
557
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$659M
2
META icon
Meta Platforms (Facebook)
META
+$184M
3
NVDA icon
NVIDIA
NVDA
+$131M
4
MCD icon
McDonald's
MCD
+$107M
5
ULTA icon
Ulta Beauty
ULTA
+$105M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$234M
2
TM icon
Toyota
TM
+$162M
3
AAPL icon
Apple
AAPL
+$110M
4
V icon
Visa
V
+$99.2M
5
HD icon
Home Depot
HD
+$91.6M

Sector Composition

Rank Sector Weight
1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.18%
4 Industrials 10.02%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WOR icon
2326
Worthington Enterprises
WOR
$2.77B
$8.81K ﹤0.01%
+144
New +$8.57K
AEL
2327
DELISTED
American Equity Investment Life Holding Company
AEL
$8.8K ﹤0.01%
+157
New +$8.72K
JILL icon
2328
J. Jill
JILL
$272M
$8.79K ﹤0.01%
+270
New +$6.86K
VSTO
2329
DELISTED
Vista Outdoor Inc.
VSTO
$8.78K ﹤0.01%
+270
New +$8.19K
PMGMU
2330
DELISTED
Priveterra Acquisition Corp. II Unit
PMGMU
$8.73K ﹤0.01%
+800
New +$8.8K
BTO
2331
John Hancock Financial Opportunities Fund
BTO
$798M
$8.73K ﹤0.01%
+300
New +$8.76K
BUZZ icon
2332
VanEck Social Sentiment ETF
BUZZ
$90.5M
$8.69K ﹤0.01%
+408
New +$7.93K
AOSL icon
2333
Alpha and Omega Semiconductor
AOSL
$950M
$8.67K ﹤0.01%
+393
New +$9.5K
STNG icon
2334
Scorpio Tankers
STNG
$3.87B
$8.66K ﹤0.01%
+119
New +$8.06K
ASTL icon
2335
Algoma Steel
ASTL
$406M
$8.63K ﹤0.01%
+1,000
New +$8.45K
TLK icon
2336
Telkom Indonesia
TLK
$14.5B
$8.58K ﹤0.01%
+392
New +$9.91K
MYGN icon
2337
Myriad Genetics
MYGN
$270M
$8.58K ﹤0.01%
+400
New +$8.6K
IAF
2338
abrdn Australia Equity Fund
IAF
$122M
$8.5K ﹤0.01%
+667
New +$8.39K
AGO icon
2339
Assured Guaranty
AGO
$3.66B
$8.47K ﹤0.01%
+99
New +$8.34K
CLOV icon
2340
Clover Health Investments
CLOV
$2.2B
$8.47K ﹤0.01%
11,000
+1,000
+10% +$910
BRY
2341
DELISTED
Berry Corp
BRY
$8.46K ﹤0.01%
+1,046
New +$7.31K
AAME icon
2342
Atlantic American Corp
AAME
$31.4M
$8.46K ﹤0.01%
+3,000
New +$7.89K
DBA icon
2343
Invesco DB Agriculture Fund
DBA
$1.23B
$8.45K ﹤0.01%
+337
New +$7.44K
CPRI icon
2344
Capri Holdings
CPRI
$1.83B
$8.44K ﹤0.01%
+186
New +$8.86K
CRS icon
2345
Carpenter Technology
CRS
$25.8B
$8.35K ﹤0.01%
+116
New +$7.59K
MCFT icon
2346
MasterCraft Boat Holdings
MCFT
$579M
$8.35K ﹤0.01%
+348
New +$7.49K
MHD icon
2347
BlackRock MuniHoldings Fund
MHD
$598M
$8.34K ﹤0.01%
+700
New +$8.35K
ALLY icon
2348
Ally Financial
ALLY
$13.2B
$8.34K ﹤0.01%
+211
New +$7.71K
ISCG icon
2349
iShares Morningstar Small-Cap Growth ETF
ISCG
$970M
$8.3K ﹤0.01%
+180
New +$7.96K
JRE icon
2350
Janus Henderson US Real Estate ETF
JRE
$4.21M
$8.27K ﹤0.01%
+375
New +$8.31K
92 93
94
95 96

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Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

CIBC Private Wealth Group's Q1 2024 Portfolio in Review

As of Q1 2024, CIBC Private Wealth Group held 3,084 positions worth $51.1B, up 8.1% from $47.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q1 2024 filing shows 1,931 new, 451 increased, 557 reduced and 20 closed positions. Its largest new stake was STMicroelectronics: 457,531 shares worth $19.8M. The largest sale was Costco, an estimated $234M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q1 2024 buy was STMicroelectronics: 457,531 shares worth $19.8M.
  • CIBC Private Wealth Group added most to Old Dominion Freight Line in Q1 2024, an estimated $659M increase.
  • CIBC Private Wealth Group's biggest Q1 2024 reduction was Costco, cutting an estimated $234M.
  • CIBC Private Wealth Group fully exited Livent Corporation in Q1 2024, selling an estimated $21.2M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $51.1B portfolio in Q1 2024.
  • CIBC Private Wealth Group opened 1,931 new positions and closed 20 in Q1 2024.
  • CIBC Private Wealth Group's portfolio value rose 8.1% quarter-over-quarter to $51.1B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2024, filed 10 May 2024.